Internal Retirement & SDBA Sales Consultant

Job Description:

The Job/What You'll Do:

The Internal Retirement & SDBA Sales Consultant is a key member of the AssetMark Retirement Services sales organization and serves as the primary internal sales partner to the Regional Retirement & SDBA Business Development Consultant.

Together, the Internal and Regional Consultants operate as a coordinated sales team responsible for driving growth across two strategic areas: retirement plan solutions and Self-Directed Brokerage Accounts (SDBAs).

The Internal Consultant is responsible for developing new opportunities, supporting advisor engagement, coordinating the sales process, and maintaining consistent follow-up across the territory. The role combines proactive business development with sales execution, helping ensure retirement plan and SDBA opportunities progress efficiently from initial identification through close.

The Internal Consultant will work directly with financial advisors, AssetMark sales and ensemble teams, recordkeeping partners, and other strategic relationships to identify opportunities, educate advisors, coordinate proposals and benchmarking, and expand the adoption of AssetMark Retirement Services.

The successful candidate will be highly organized, sales-oriented, proactive, and comfortable taking ownership of opportunities while working closely with the Regional Consultant to achieve shared territory growth objectives.

Responsibilities:

Partner with the Regional Consultant:

• Serve as the primary internal sales partner to the assigned Regional Retirement & SDBA Business Development Consultant

• Develop and execute a coordinated territory strategy with clearly defined priorities, target advisors, opportunities, and sales activities

• Prepare the Regional Consultant for advisor meetings, opportunity reviews, finalist presentations, and strategic partner discussions

• Coordinate follow-up from Regional Consultant meetings to ensure opportunities continue progressing through the sales process

• Maintain regular communication with the Regional Consultant regarding pipeline activity, advisor engagement, priorities, and next steps

• Provide continuity and accessibility for advisors when the Regional Consultant is traveling or engaged in external meetings

Generate Retirement Plan Opportunities:

• Conduct proactive outbound outreach to financial advisors to identify and develop new retirement plan opportunities

• Work with advisors to gather plan information, understand objectives, identify potential opportunities, and determine appropriate next steps

• Coordinate retirement plan benchmarking, proposal development, investment comparisons, and other sales resources needed to advance opportunities

• Help advisors understand AssetMark’s retirement plan capabilities, fiduciary solutions, investment options, and overall value proposition

• Identify opportunities within existing AssetMark advisor relationships to expand their use of AssetMark Retirement Services

• Support opportunities throughout the sales lifecycle, from initial discovery and proposal development through finalist presentation and close

Accelerate SDBA Adoption:

• Proactively identify advisors and existing AssetMark relationships with potential SDBA opportunities

• Educate advisors on AssetMark’s SDBA capabilities and the benefits of professionally managing retirement assets held within SDBAs

• Help advisors understand how SDBAs can complement their broader wealth management relationships and create opportunities to manage additional client assets

• Conduct outbound campaigns and follow-up activities designed to generate new SDBA opportunities

• Support advisors through the SDBA sales process and coordinate with appropriate internal teams to facilitate implementation

• Maintain familiarity with major SDBA platforms and programs, including PCRA and BrokerageLink

Own Pipeline Management & Sales Follow-Up:

• Maintain a complete and accurate territory pipeline for retirement plan and SDBA opportunities in Salesforce

• Ensure opportunities include clear next steps, expected close dates, estimated assets, key contacts, and relevant sales activity

• Proactively follow up with advisors and partners to prevent opportunities from becoming inactive or stalled

• Coordinate and track proposals, benchmarking requests, finalist opportunities, and other key sales milestones

• Conduct regular pipeline reviews with the Regional Consultant to establish priorities and determine appropriate sales strategies

• Maintain an organized calendar of advisor follow-ups, campaigns, partner activity, and territory initiatives

• Help provide visibility into expected new business and support accurate sales forecasting

Advisor & Partner Engagement:

• Develop strong working relationships with financial advisors, AssetMark sales and ensemble teams, recordkeepers, and DCIO partners

• Serve as an accessible internal resource for retirement plan and SDBA questions

• Respond to advisor inquiries and coordinate with appropriate internal teams to resolve questions and advance opportunities

• Participate in advisor meetings, webinars, educational events, and sales presentations as appropriate

• Support recordkeeper and strategic partner relationships by coordinating opportunities, follow-up, and joint business development activities

Sales Campaigns & Business Development:

• Execute targeted outbound campaigns in partnership with the Regional Consultant and AssetMark marketing teams

• Utilize Salesforce, Discovery Database, marketing leads, advisor data, recordkeeper relationships, and other available resources to identify prospective opportunities

• Follow up on marketing campaigns, event attendees, referrals, and inbound leads to convert interest into qualified sales opportunities

• Identify trends within the territory that can be translated into targeted business development initiatives

• Consistently develop new pipeline rather than relying exclusively on inbound opportunities

Internal Coordination:

• Partner with marketing, operations, compliance, investment teams, and other internal resources to support advisor opportunities

• Coordinate the development and delivery of sales materials, proposals, benchmarking analyses, and other advisor-facing resources

• Help ensure a smooth transition of closed business from sales into onboarding and implementation

• Communicate recurring advisor feedback, competitive intelligence, and marketplace trends to the Regional Consultant and Retirement Services leadership

Maintain Industry Expertise:

• Develop and maintain strong knowledge of AssetMark Retirement Services, including retirement plan fiduciary solutions and SDBA capabilities

• Maintain working knowledge of 401(k), Cash Balance, Non-Qualified Plans, SDBAs, recordkeeping platforms, and the broader retirement plan marketplace

• Stay current on competitive offerings, industry trends, regulatory developments, and advisor needs

• Continuously develop the technical and consultative expertise necessary to independently conduct advisor sales conversations

Measures of Success:

• New retirement plan and SDBA opportunities generated

• Qualified pipeline growth and progression

• Retirement and SDBA assets won and funded

• Advisor outreach, meetings, and engagement

• Proposal and opportunity conversion rates

• Timeliness and consistency of advisor follow-up

• Salesforce accuracy and pipeline management

• Effectiveness of the partnership with the Regional Consultant

• Contribution to overall territory growth

Knowledge, Skills, and Abilities:

• Knowledge of the retirement plan marketplace and financial advisor distribution channels strongly preferred

• Demonstrated ability to conduct proactive outbound sales activity and develop new business opportunities

• Strong consultative selling, communication, presentation, and relationship-management skills

• Highly organized with demonstrated ability to manage multiple opportunities, deadlines, and follow-up activities simultaneously

• Strong attention to detail and commitment to maintaining accurate CRM and pipeline information

• Comfortable working both independently and as part of an Internal/Regional sales partnership

• Proficiency with Salesforce and Microsoft Office

• Ability to learn and communicate complex retirement, fiduciary, and investment concepts

Education & Experience:

• Bachelor’s degree in Business Administration, Finance, or a related field preferred

• 3–7 years of experience in retirement plan sales, financial services, internal wholesaling, business development, or a related role preferred

• Experience with SDBAs, retirement plan recordkeepers, or platforms such as PCRA and BrokerageLink is a plus

• SIE, Series 6, Series 63, and Series 65 or Series 7 and Series 66 are required

Compensation: The Base Salary range for this position is between $110,000-$122,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for a comprehensive sales incentive package and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• Flex Time or Paid Time Off and Sick Time Off 

• 401K – 6% Employer Match 

• Medical, Dental, Vision – HDHP or PPO 

• HSA – Employer contribution (HDHP only) 

• Volunteer Time Off 

• Career Development / Recognition 

• Fitness Reimbursement 

• Hybrid Work Schedule 

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.